Avery, Shawn

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The advisor listed is an Ameriprise financial advisor in Wellesley. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. I strongly believe that financial planning and an ongoing relationship with a financial advisor are the most valuable investments you can make. I ask targeted questions and listen to my clients' dreams and goals. Then we work together to develop appropriate and manageable plans that build on what they've already worked hard to create. These plans are reviewed regularly and adjustments are made so they continue to work well into the future.